This unique partnership combines the industry’s largest independent personal financial management and account aggregation platform with an industry–leading wealth management solutions provider. It allows for on-demand reporting in a digital experience that is unmatched in the industry.
First Rate, a leading provider of wealth management solutions, and Wealth Access, an enterprise platform that helps high net worth individuals, their advisors, and firms better manage wealth, today announced a partnership to provide performance and client reporting through Wealth Access’s digital client portal.
“By partnering with Wealth Access, First Rate is enabling wealth managers to be better stewards of their clients’ investments,” said Marshall Smith, Managing Director at First Rate. “We are making our client’s data digitally accessible anywhere, anytime by enabling access to performance reporting from the Wealth Access platform.”